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YHB Investment Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

YHB Investment Advisors’s Portfolio QQQM Stock Details QQQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.98M Buy
19,750
+8,636
+78% +$2.45M 0.38% 66
2026
Q1 		$2.64M Buy
+11,114
New +$2.78M 0.19% 109

Other funds holding QQQM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RWM
Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

YHB Investment Advisors's QQQM Position: Q2 2026 in Review

YHB Investment Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 78% in Q2 2026, buying an estimated $2.45M and bringing the position to 19,750 shares worth $5.98M. The position accounts for 0.38% of the portfolio, ranked #66.

YHB Investment Advisors first reported a position in QQQM in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • YHB Investment Advisors held 19,750 shares of Invesco NASDAQ 100 ETF worth $5.98M as of Q2 2026.
  • YHB Investment Advisors bought 8,636 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $2.45M.
  • Invesco NASDAQ 100 ETF made up 0.38% of YHB Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • YHB Investment Advisors first reported a position in Invesco NASDAQ 100 ETF in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.